CRM & salesAI teammates for Affinity
Find warm introductions and keep relationship context current.
Your Mate
Your result
The request
Find a mutual connection at a target company
Result and follow-up
Review the work with your Mate.
More work to hand off
- Attach meeting notes to the right contact
- Flag deals that need another conversation
Give your agents a job.
Your Mate
Sets up the task and cadence.
Specialist Mate
Does the recurring work.
You
Set the goals. Review the results.
What needs your approval
Changes to Affinity need your approval.
Salesforce
HubSpot
LinkedIn
Slack